Company Overview
Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora’s investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm’s ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods.
We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.
The role is designed to translate the intellectual capital behind PanAgora’s sophisticated quantitative strategies into client-ready narratives, getting it in front of the right institutions at the pivotal time, and maintaining a consistent cadence without pulling investment professionals into every client interaction. This role adds dedicated capacity for content, intelligence, and tools that allow the distribution team to focus on relationships while ensuring a consistent flow of materials and research. The goal is to turn IP into distribution leverage.
Primary Duties and Responsibilities
- Field analytical requests from prospects and clients. Performance attribution, strategy deep-dives, custom case studies, scenario analysis. Strengthen fluency in quantitative modeling, attribution, and factor analysis to explain strategy behavior simply and accurately. Take the first pass; bring investment team in only when necessary.
- Translate quantitative research into accessible white papers, one-pagers, webinars, and podcasts. Write with clarity and narrative craft: briefs that capture attention, white papers that tell a story, content that readers want to finish. Partner with investment teams for technical accuracy. Maintain editorial calendar aligned with market events and distribution priorities.
- Do the homework that helps sales win meetings. Mine public sources and institutional intelligence platforms to build research packages on high-priority prospects. Profile decision-makers, investment philosophy, current managers, and selection criteria. Map PanAgora capabilities to specific investor needs and flag likely objections. Provide the insights.
- Design and oversee web-based calculators, simulators, and visualizations that let prospects explore strategies on their own terms. Give sales tools that keep the conversation going between meetings.
- Pitch decks, battle cards, competitive guides, RFP/DDQ response library. Craft battle card narratives that are memorable and repeatable. Support consultant due diligence processes. Contribute to ongoing client communications and quarterly materials. Support the distribution team on the effective use of materials. Establish feedback loops to constantly improve.
- Introduce AI-assisted workflows for content production, research automation, and prospect intelligence. Programming proficiency (Python, JavaScript) to build custom tools and automations. Build repeatable processes that scale. All workflows include appropriate compliance review.
Essential Skills:
- 15+ years in institutional asset management
- Demonstrated ability to translate complex investment concepts into clear written content
- Experience with institutional investors, consultants, or intermediaries
- Exceptional writing skills with ability to craft compelling narratives; portfolio showing range from technical depth to accessible prose
- Technical fluency with data, analytics, and digital tools
- Self-directed; operates with minimal oversight
- Experience with quantitative multi-asset strategies
- Comfort with performance attribution and factor-based investment concepts
- Familiarity with consultant-driven institutional sales
- Familiarity with institutional intelligence platforms and allocator databases
- Programming proficiency to build interactive tools and automations
- Hands-on experience with AI tools for content production and research workflows
- Experience developing scalable processes and Standard Operating Procedures (SOPs)
Salary Range: 200,000 – 250,000
Disclaimer: The posted salary range represents the company’s good faith estimate of the compensation for this position at the time of posting and the same is not a promise of a particular wage for any individual. Actual compensation may be dependent on a variety of factors including, but not limited to, the candidate’s experience, education or skills, and other factors.
**PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation. PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.
